Purchases and Sales Made in Q2 2023 in Shell PLC (SHEL)
This table provides information about the institutional ownership of Shell PLC (SHEL) during Q2 2023. The information is specifically focused on institutions that hold shares of Shell plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-122- 1.76% |
$6.83K - $7.57K
|
6.8K
$458K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-123- 1.83% |
$6.89K - $7.63K
|
6.59K
$444K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-127- 21.82% |
$7.11K - $7.88K
|
455
$30.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-129- 0.75% |
$7.22K - $8.01K
|
17.1K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-130- 2.59% |
$7.28K - $8.07K
|
4.89K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-132- 8.48% |
$7.39K - $8.19K
|
1.42K
$95.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-134- 0.44% |
$7.5K - $8.32K
|
30K
$2.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-138- 0.13% |
$7.73K - $8.57K
|
105K
$7.1M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-139- 3.02% |
$7.78K - $8.63K
|
4.46K
$301K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-141- 17.94% |
$7.9K - $8.75K
|
645
$43.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-143- 20.82% |
$8.01K - $8.88K
|
544
$36.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-144- 3.05% |
$8.06K - $8.94K
|
4.58K
$309K
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-146- 0.39% |
$8.18K - $9.06K
|
36.9K
$2.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-147- 2.04% |
$8.23K - $9.12K
|
7.06K
$475K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-150- 6.7% |
$8.4K - $9.31K
|
2.09K
$141K
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-150- 0.58% |
$8.4K - $9.31K
|
25.6K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-150- 2.07% |
$8.4K - $9.31K
|
7.1K
$478K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-150- 7.55% |
$8.4K - $9.31K
|
1.84K
$124K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-150- 3.84% |
$8.4K - $9.31K
|
3.76K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-180- 2.14% |
$10.1K - $11.2K
|
8.22K
$554K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-185- 1.07% |
$10.4K - $11.5K
|
17K
$1.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-189- 3.2% |
$10.6K - $11.7K
|
5.72K
$385K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-199- 2.11% |
$11.1K - $12.4K
|
9.23K
$622K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 1.39% |
$11.2K - $12.4K
|
14.2K
$959K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 8.8% |
$11.2K - $12.4K
|
2.07K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-201- 4.71% |
$11.3K - $12.5K
|
4.06K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-210- 3.65% |
$11.8K - $13K
|
5.54K
$373K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-215- 1.93% |
$12K - $13.3K
|
10.9K
$735K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-223- 92.15% |
$12.5K - $13.8K
|
19
$1.28K
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-223- 4.29% |
$12.5K - $13.8K
|
4.98K
$335K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-225- 3.5% |
$12.6K - $14K
|
6.2K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-225- 0.64% |
$12.6K - $14K
|
34.8K
$2.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-226- 4.09% |
$12.7K - $14K
|
5.3K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-226- 5.35% |
$12.7K - $14K
|
4K
$269K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-228- 5.28% |
$12.8K - $14.2K
|
4.09K
$276K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-231- 2.59% |
$12.9K - $14.3K
|
8.68K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-240- 3.03% |
$13.4K - $14.9K
|
7.68K
$517K
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-240- 3.03% |
$13.4K - $14.9K
|
7.68K
$517K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-250- 4.81% |
$14K - $15.5K
|
4.95K
$333K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-250- 3.73% |
$14K - $15.5K
|
6.46K
$435K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-255- 4.81% |
$14.3K - $15.8K
|
5.05K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-256- 4.1% |
$14.3K - $15.9K
|
5.99K
$404K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-265- 1.16% |
$14.8K - $16.4K
|
22.7K
$1.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-266- 1.37% |
$14.9K - $16.5K
|
19.2K
$1.29M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-277- 1.65% |
$15.5K - $17.2K
|
16.5K
$1.11M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-279- 6.89% |
$15.6K - $17.3K
|
3.77K
$254K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-280- 6.83% |
$15.7K - $17.4K
|
3.82K
$257K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-283- 3.4% |
$15.8K - $17.6K
|
8.03K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-284- 2.04% |
$15.9K - $17.6K
|
13.7K
$920K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-285- 7.19% |
$16K - $17.7K
|
3.68K
$248K
|